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CBLRX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Columbia Balanced R (CBLRX) Ownership - Who owns Columbia Balanced R?

The investment seeks high total return by investing in common stocks and debt securities... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

CBLRX

Net Assets

9.92B

Fund Existence

almost 15 years

Turnover

200.00

Total Expense Ratio

1.18

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.18

Assets in Top Ten Holdings

3.47B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

160M

Fund Type

OpenEnd

Index Fund

Management Fee

0.57

Modified Duration

N/A

No Load Fund

Number of Long Holdings

1029.00

Number of Net Holdings

1031.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

35.14%

Gain YTD

6.343

Annual Yield % from dividends

1.44

Returns for 1 year

3.57

Returns for 3 years

30.31

Returns for 5 years

28.81

Returns for 10 years

57.98

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details